Introduction

At this page, you can combine the information of the two selected general ledger accounts, if required. Information from the source of the selected general ledger account will be moved to the targeted general ledger account.

Menu path

Go to Financial/Reports/G/L Accounts/Chart of G/L’s, and then click Merge.

Roles & rights

To merge the information of two selected general ledger accounts, function right 402 - Maintain GL Account codes is required. Users with the General manager and Controller roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.

Button

Update

Click this to update and save the combined general ledger accounts.

Close

Click this to exit.

Description

Source section

Report

Select Corporate or Division to indicate the level of chart of accounts you wish to merge.

G/L

Type or select the source of the general ledger account you want to combine. This is mandatory.

Target section

G/L

Type or select the targeted general ledger account you want to combine. This is mandatory.

Related document

• Copying Chart of Accounts
• Creating Corporate General Ledger Accounts
• Creating Division General Ledger Accounts
• Displaying Chart of Accounts
• Recoding General Ledger Accounts